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Outsourcing: Managing Service Transition

Outsourcing: Managing Service Transition

37mBeginner2021-01-25

Authors

Bob McGannon

Bob McGannon

PMP and PRINCE2 Certified Consultant, Author, and Speaker

Course details

The transition of services from the client to the outsourcer is the first, most significant "moment of truth" in an outsourcing engagement, and it’s more difficult than most people realize. Stumbling blocks abound. In this course, instructor Bob McGannon discusses the overall approach to successful transitions, how to handle personnel transitions, and when the client should keep critical skills in house. He goes over the human factors that you’ll need to manage during transitions, along with how to work with remote and overseas personnel. He reviews the complications of transferring assets and managing service levels during the transition period. Bob talks about the conditions for declaring the transition a success, and then he concludes with a case study exercise to evaluate possible approaches to a transition.

Skills covered

Operations ManagementProject ManagementBusiness Analysis and StrategyOne-Off

Concepts

0. Introduction

  • 01 - Planning transitions
  • 02 - Things to know

1. Transition Planning

  • 03 - The overall transition approach
  • 04 - Personnel transitions
  • 05 - When to keep skills in house

2. Personnel Considerations

  • 06 - Outsourcing human factors
  • 07 - Leveraging remote and overseas resources

3. Transition Delivery

  • 08 - Transferring assets
  • 09 - Service levels during transition

4. Transition Cutover

  • 10 - Reviewing the contract
  • 11 - Conditions for cutover

Conclusion

  • 12 - Exercise - Your transition approach
  • 13 - Exercise solution - Your transition approach
  • 14 - Next steps

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